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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,058 | $80,781+239.3% | $102,437+167.5% | $74,478+268.0% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 20.44% | 27.58%-7.1pp | 24.95%-4.5pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $4,024 | $3,160+27.3% | $3,871+4.0% | $2,626+53.2% |
| Participant deferral / active EE | $10,371 | $3,862+168.5% | $5,060+105.0% | $4,350+138.4% |
| Admin fee / account holder | $314 | $2,372-86.8% | $8,388-96.3% | $1,946-83.9% |